AVANTIS SHORT-TERM FIXED INC (AVSF) Institutional Ownership Changes & 13F Activity
AVANTIS SHORT-TERM FIXED INC (AVSF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Allworth Financial Lp, Raymond James Financial Inc, Goldman Sachs Group Inc, Royal Bank Of Canada, and Fort Vancouver Investment Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Sell | -16,439 | -100.0% | 0 | $22.00 | Q1 2026 | Jul 08, 2026 |
| Arkadios Wealth Advisors | Buy | +6,903 | — | 6,903 | $323.10K | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Sell | -300 | -4.4% | 6,527 | $6.53K | Q1 2026 | May 18, 2026 |
| Allworth Financial Lp | Buy | +180,922 | — | 180,922 | $8.47M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Buy | +44,999 | — | 44,999 | $2.11M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -31,922 | -80.4% | 7,794 | $365.00K | Q1 2026 | May 15, 2026 |
| Fort Vancouver Investment Management, Llc | Buy | +26,737 | +17.7% | 177,514 | $8.31M | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management Llc | Buy | +25,405 | — | 25,405 | $1.19M | Q1 2026 | May 15, 2026 |
| American Century Companies Inc | Buy | +10,967 | +9.2% | 130,082 | $6.09M | Q1 2026 | May 15, 2026 |
| Cardiff Park Advisors, Llc | Sell | -6,164 | -23.9% | 19,665 | $920.33K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +5,877 | — | 5,877 | $275.04K | Q1 2026 | May 15, 2026 |
| Corient Private Wealth Llc | Buy | +1,762 | +2.2% | 83,429 | $3.90M | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +1,649 | — | 1,649 | $77.18K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +1,581 | +142.0% | 2,694 | $126.08K | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +1,001 | +41.4% | 3,420 | $159.34K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +779 | — | 779 | $36.46K | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Buy | +65,649 | — | 65,649 | $3.07M | Q1 2026 | May 14, 2026 |
| Arcadia Wealth Management, Inc. | Buy | +11,168 | +22.5% | 60,810 | $2.85M | Q1 2026 | May 14, 2026 |
| Endeavor Private Wealth, Inc. | Sell | -6,895 | -8.6% | 73,325 | $3.43M | Q1 2026 | May 14, 2026 |
| Trajan Wealth Llc | Sell | -5,134 | -5.9% | 82,348 | $3.85M | Q1 2026 | May 14, 2026 |
| Financial Network Wealth Advisors Llc | Buy | +1,685 | — | 1,685 | $78.86K | Q1 2026 | May 14, 2026 |
| Beaird Harris Wealth Management, Llc | Sell | -225 | -6.2% | 3,402 | $159.21K | Q1 2026 | May 14, 2026 |
| Cwm, Llc | Buy | +98 | +9800.0% | 99 | $4.63K | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +21,462 | — | 21,462 | $1.00M | Q1 2026 | May 13, 2026 |
| Geowealth Management, Llc | Buy | +14,973 | — | 14,973 | $700.77K | Q1 2026 | May 13, 2026 |
| Ae Wealth Management Llc | Sell | -5,762 | -14.5% | 33,939 | $1.59M | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, Llc | Buy | +4,528 | +6.5% | 74,212 | $3.47M | Q1 2026 | May 13, 2026 |
| Mcmill Wealth Management | Buy | +3,182 | +6.7% | 50,578 | $2.37M | Q1 2026 | May 13, 2026 |
| Clearwater Capital Advisors, Llc | Sell | -2,946 | -11.8% | 21,963 | $1.03M | Q1 2026 | May 13, 2026 |
| B&D White Capital Company, Llc | Buy | +2,723 | +4.5% | 63,003 | $2.95M | Q1 2026 | May 13, 2026 |
Frequently asked questions about AVSF activity
Which institutional owners are buying AVSF?
Institutional owners buying AVSF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AVSF activity?
"Buy" means an investor increased their reported position in AVSF compared to the prior reporting period. This reflects growing exposure to AVANTIS SHORT-TERM FIXED INC (AVSF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AVSF increasing?
Institutional interest in AVSF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.